See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,437 | $180,449-46.6% | $154,107-37.4% | $135,375-28.8% |
| Participation rate | 78.6% | 87.4%-8.9pp | 83.0%-4.5pp | 82.6%-4.1pp |
| Annual return | -6.95% | 888.09%-895.0pp | 735.12%-742.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,563 | $6,035-57.5% | $5,298-51.6% | $4,779-46.4% |
| Participant deferral / active EE | $5,887 | $5,806+1.4% | $5,081+15.9% | $5,609+5.0% |
| Admin fee / account holder | $1,388 | $16,143-91.4% | $13,411-89.7% | $10,827-87.2% |